See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,342 | $198,466-59.5% | $170,442-52.9% | $147,584-45.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.22% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,694 | $6,184-56.4% | $5,433-50.4% | $4,876-44.8% |
| Participant deferral / active EE | $8,445 | $5,629+50.0% | $4,939+71.0% | $5,439+55.3% |
| Admin fee / account holder | $375 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |